Portfolio management for businesses (other than small businesses) or institutional clients

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

Brian R. Stangel (CRD# 2549536), Deputy Chief Investment Officer, joined Hanseatic in 1995. Mr. Stangel has a BA from the University Wisconsin-Milwaukee, his FINRA Series 65 and is a member of the CFA Society. He works closely with Mr. Meihaus overseeing all composites and the investment process. Mr. Stangel also works closely with marketing, client services and business development. Over the years, Mr. Stangel developed knowledge and experience in each of the major operational and support areas of the business, including trading, compliance and performance accounting.

Sara Mongerson (CRD# 2195880) is an Investment Advisor Representative working at
Hanseatic Management Services Inc. in Albuquerque, NM and has
over 24 years
of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.